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H&H Retirement Design & Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

H&H Retirement Design & Management’s Portfolio EMLC Stock Details EMLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,738
Closed -$260K – 81
2024
Q2 		$260K Hold
10,738
– – 0.16% 77
2024
Q1 		$257K Sell
10,738
-2,310
-18% -$57.4K 0.17% 77
2023
Q4 		$323K Sell
13,048
-28
-0.2% -$683 0.2% 49
2023
Q3 		$309K Sell
13,076
-281
-2% -$7.04K 0.21% 46
2023
Q2 		$348K Sell
13,357
-40
-0.3% -$1.01K 0.23% 42
2023
Q1 		$337K Sell
13,397
-113,913
-89% -$2.83M 0.21% 42
2022
Q4 		$3.22M Buy
127,310
+1,369
+1% +$32.2K 2.72% 10
2022
Q3 		$2.84M Sell
125,941
-14,790
-11% -$354K 2.67% 9
2022
Q2 		$3.39M Sell
140,731
-19,685
-12% -$499K 2.47% 10
2022
Q1 		$4.25M Buy
160,416
+7,225
+5% +$201K 2.9% 10
2021
Q4 		$4.38M Buy
+153,191
New +$4.46M 2.77% 9

Other funds holding EMLC

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $911M AUM 45.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return